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BISHOP'S SOCIETY MEMBERS SHARE
A SIMPLE WAY TO
LEAVE A LEGACY GIFT


By Maryellen Young
St. Alban's Episcopal Church, Edmonds
ACTING ON VALUES

By Nancy & Bob Jacobs
St. Margaret's, Bellevue
WHAT DO WE LEAVE BEHIND?

By Sheila Preston Comerford
Trinity Parish, Seattle
PLANNING AS GOOD STEWARDSHIP

By Dale Rammerman
Christ Church, Anacortes
MY LEGACY TESTIMONIAL

By The Rev. Jerry Shigaki
Canon for Multi-cultural Ministries
MY LEGACY WITNESS

By The Rev. Tom Bigelow
St. Clement, Seattle

Welcome to the Diocese of Olympia

Planned Giving Website

LENT 2010

Lent is a time to look seriously and intentionally at our lives - who we have been, who we are, and who we are becoming, as a child of Christ.  Lent is a time to step back and realize that one day God will call us to that resurrection life which lies ahead at Easter.

Getting one's life planning affairs in order is a good exercise for Lent.  If you've been procrastinating, I invite you to use our Life Planning Manual and get on with updating your will if it needs it, your health care directive, planning your memorial services and answering all the questions in the manual.

Please don't hesitate to call me if I can be of help. If you've already acted on your values and remembered your church in your will with a legacy gift, you qualify as a member of  the Bishop's Society.  We'll send you a purple bookmark and lapel pin and invite you to events with Bishop Rickel from time to time to say thanks and encourage others to join us.Carl Knirk, Canon for Planned Giving/Stewardship/Evangelism206-325-4200, ext. 2016 or email cknirk@ecww.org

PLANNED GIFTS TO YOUR CHURCH 
 
Bequest in your will:  "I give, devise and bequeath to (name of church, city, state) ( ___%
of my estate, or a specific sum of money, or description of property, or "the rest residue and remainder of my estate"
) to be used for its general tax-exempt purposes and without restrictions as to use."

Gifts of Life Insurance:  You can purchase a new policy and make the church the owner and beneficiary; the premiums can be made as contributions to the church and be deductible.  Or, you can make the church beneficiary of a percentage or all of an existing policy by simply updating the beneficiary form.  Contact your company for a new beneficiary form.

IRA, Retirement Plans:  You can make the church a beneficiary of a percentage or all of your remaining IRA or retirement plans by changing the beneficiary form.  The church does not pay tax on these while your heirs will.

Gifts That Provide An Income:   Charitable Gift Annuities and Charitable Trusts offer a guaranteed income, tax advantages, and a gift to your church upon your death. 

Here are some other stories and ways to do legacy giving.


Thanks Giving
What is the greatest gift you have ever given? If you take the time to think about this question before you answer, your answer may surprise you. But it will probably help you to feel the power of gifting More on Thanks Giving >>.


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.


Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.



Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.






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